EWM

Elmwood Wealth Management Portfolio holdings

AUM $317M
1-Year Est. Return 14.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$8.64M
2
+$7.97M
3
+$5.47M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.42M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.94M

Top Sells

1
+$2.96M
2
+$2.73M
3
+$2.56M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.42M
5
EDIT icon
Editas Medicine
EDIT
+$2.01M

Sector Composition

1 Healthcare 10.42%
2 Technology 7.5%
3 Financials 6.97%
4 Consumer Staples 5.4%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.02%
500
152
$25K 0.02%
+1,300
153
$23K 0.02%
1,021
-2,808
154
$22K 0.02%
762
+500
155
$22K 0.02%
1,510
-5,578
156
$21K 0.02%
337
-167
157
$21K 0.02%
+1,000
158
$21K 0.02%
310
-202
159
$21K 0.02%
519
+75
160
$20K 0.02%
280
161
$20K 0.02%
+350
162
$19K 0.02%
+630
163
$18K 0.01%
+650
164
$17K 0.01%
+427
165
$17K 0.01%
+540
166
$17K 0.01%
251
167
$17K 0.01%
710
-99
168
$16K 0.01%
380
-5,550
169
$16K 0.01%
628
170
$15K 0.01%
+450
171
$15K 0.01%
403
+362
172
$14K 0.01%
110
173
$14K 0.01%
185
+75
174
$13K 0.01%
+5,750
175
$13K 0.01%
+500
5 6
7
8 9